Updated - Feature Release 3.5.0 (February 2024):
Updated - Feature Release 3.5.0 (February 2024):
Configuration was divided into distinct sections - Platform Configurations, Partner Configurations, and Advertiser Configurations - for easier navigation.
Overview
You have the option to automatically apply default billing settings to new Partners and/or Advertisers. This article will walk you through how to customize these configurations.
Please note, if enabled, that these default settings will apply automatically to new Advertisers and Partners, but will NOT override the billing settings on existing Advertisers and Partners.
A How-To Guide
Navigate to Control Center - Platform Configurations > Billing.
General
Choose what will be displayed in your Partner and Advertiser invoices, such as logos, tax info, payment info and Tax ID.
Partner Billing Settings / Advertiser Billing Settings
Choose the default settings for billing frequency, payment terms and auto-invoicing. You can select a default payment method for Partners.
Default Billing Frequency
Specify how often invoices are generated, and what the exact start day is for each billing period. The generated invoice will include the start day through the last day before the start date of the next billing cycle. For example, if "Weekly-Thursday" is selected, an invoice will be generated after midnight on Thursday for the period from midnight last Thursday to Wednesday 23:59:59 inclusively.
Default Payment Method
Select a default payment method for all your Partners, choosing from Check, Direct Deposit, Wire, Paypal, Tipalti, Paxum, Payoneer, Veem, Webmoney, Capitalist, Bitcoin, Gift Card, Skrill, MassPay or None.
Default Auto Invoicing
Please note that when Auto Invoicing is disabled, the other default settings are not applied to invoices that are generated manually. An invoice will be auto-generated if Automatic Invoice Creation is enabled and there is a payout balance that fits the billing settings.
Default Auto Invoice Creation Amount Threshold
The minimum amount required to generate an invoice automatically. Please note the following associated rules:
If the threshold is not met in a billing period, then an invoice will NOT be generated.
If the combined balances of previous billing periods and the current billing period meet the threshold, then an invoice will be generated.
A manually generated invoice balance will not be considered when determining if the threshold has been met.
Within the invoice, rows from past billing periods that were added to meet the threshold will be highlighted in pink.
Partner Restricted Payments Settings
You can configure the list of Payment Methods available for Partners to choose from when they update their own billing details in their Portal.
None is automatically included to account for Partner signup forms that lack valid billing details for other payment types selected.
Partners who edit their billing details in the Partner Portal (Company - Settings) will have only these restricted options.
Please note that in order to allow Partners to edit their billing details, you must enable the permission. Navigate to Control Center - Platform Configurations > Global Settings - Edit > Enable Partners to update billing details inside their Partner UI.
